China Financials – The Accident About to Happen
* Risk Increasing Within Tier 2 Banks: The 2nd tier banks is looking increasingly vulnerable. Tighter asset management regulations are being...
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PICC - Stub Re-Rate to Come as Government Pushes for Innovation in Commercial Pension Products
People's Insurance Co (Group) Of China (1339 HK) (PICC's) discount to NAV widened to its -2x standard deviation (SD) on the back of the rallying...
272 Views
StubWorld - Set-Up & Unwind Extremes (10 July 2017)
Following my framework insight on ~650 parent vs. holding relationships, I will construct a weekly table highlighting those relationships or stubs...
327 Views
PICC Group's A-Share IPO Will Boost Capital Position for Its Life Business
PICC Group has announced that the company plans to apply for an IPO on the Shanghai Stock Exchange, which is now pending shareholder and regulatory...
196 Views
Bitcoin - The View From Lagos
In my research and investing I stress three things: people, structure, and value. I look for companies that are controlled and managed by quality...
1.5k Views